Form D · Other Investment Fund

Lanier Avalon Fund LLC

Louisville, KY · CIK 0001881396

Offering snapshot reported Sep 11, 2026 · SEC filing

Reported sold
$8.1M
Offering amount: $8.1M
Investors reported
48
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 8, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.05M$8.1MOct 21, 2021: $8,100,000.00Oct 21, 2021Oct 19, 2022: $7,575,000.00Oct 19, 2022Oct 19, 2022: $7,575,000.00Mar 3, 2025: $8,100,000.00Mar 3, 2025Sep 11, 2026: $8,100,000.00Sep 11, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 11, 2026Amendment$8,100,000$0vs Mar 3, 202548SEC filing
Mar 3, 2025Amendment$8,100,000$525,000vs Oct 19, 202248SEC filing
Oct 19, 2022Amendment$7,575,000-$525,000vs Oct 21, 202146SEC filing
Oct 19, 2022Amendment$7,575,000$0vs Oct 19, 202246SEC filing
Oct 21, 2021Initial$8,100,000No comparison45SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-417942

Source: Form D, filed Sep 11, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LANIER AVALON FUND, LLC

Investment adviser: LANIER ASSET MANAGEMENT, LLC

Gross asset value
$8.1M
Beneficial owners
48
ADV minimum commitment
$100K

Reported in Form ADV on May 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor CHERRY BEKAERT LLP CINCINNATI, Ohio, United States
Custodian FIRST FINANCIAL BANK LOUISVILLE, Kentucky, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

Filing source

Form ADV 2107919 · May 26, 2026 · Schedule D 7.B.(1), fund 805-8260743156

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Junius Beaver Executive
Carl Hafele Executive
Carl Hoffman Executive
Mark Hoffman Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2321 Lime Kiln Ln Suite D
Louisville, KY, 40222